Your personal tax resource – 2016

Dear Clients, Associates, and Friends,

Your personal tax deadline is approaching and we want this to be a quick and painless experience. To assist you in organizing your 2016 tax affairs, please find your Personal Tax Resource – 2016, relevant appendices, as well as our 2016 Personal Tax Engagement Letter below.

We have worked hard to keep this simple, but there is no question that a lot of information is required. Below you will find four fillable documents, including:

  • Our Engagement Letter 2016 which clarifies the nature of the work we will prepare. This must be signed and returned to our team.
  • The Personal Tax Resource 2016 which must be completed by each adult submitting a tax return.
  • The Appendices which need to be submitted depending on the answers given on your Personal Tax Resource. In the Personal Tax Resource you will be asked a series of questions and directed to the appropriate appendix if necessary.
  • The T1135 Appendix for foreign property owners.

What to Do Next

These forms can be completed on the computer, or by printing them (in black and white or colour). Simply click on the links below or above to download the files to your computer. If you are using your computer, you may also scan your slips and drop everything in Anchor to make the process even easier. If you are not using your computer, we are happy to receive your printed documents to our office.

Important Dates

As you can appreciate, there are high demands on our time during the month of April. Consequently, we cannot guarantee completion of your return if it is not received by us before April 15, 2017.

Canada Revenue Agency’s filing deadline for personal income tax returns is April 30, 2017. If you have an unincorporated business, the deadline for you and your spouse is extended to June 15, 2017 but if you have a tax balance owing for 2016, you are required to pay it on or before April 30, 2017. Unpaid balances will be charged interest at the prescribed rate for each day outstanding. Interest paid on outstanding balances is not deductible for tax purposes. These dates are also in effect for annual GST returns. To avoid late filing penalties, make sure you file your return and remit any amounts owing by the deadline. Penalties and interest are onerous and are assessed even if you are only one day late. If you cannot file your return on time, please call us to discuss a strategy to minimize your penalty.

Anchors Away

Make tax season a breeze with Anchor, our online client file management tool. This secure system is an easy way to send your tax files to us online. Get your Anchor login by contacting our team at or 604.639.0909. Want to learn more first? Check out our Anchor FAQs.


As you review the information below, if you have any questions or concerns, please don’t hesitate to give us a call at 604.639.0909.

We look forward to working with you,

Team Clearline



Engagement Letter

The engagement letter confirms the terms of the work Clearline will be performing for you. Please review the document, have each family member who will be using our services sign in the space provided, and return it to us with your tax information. Please note that the letter must be signed and returned to us before we can finalize your 2016 tax return.

Personal Tax Resource – 2016

In your Personal Tax Resource for 2016 you will be asked a series of questions and directed to the appropriate appendix if necessary. Please fill out this form to the best of your abilities, collecting relevant tax slips and supporting documents as you go.

Personal Tax Appendices – 2016

The Personal Tax Appendices are required to be completed based on your answers in the Personal Tax Resource. Please complete the form to the best of your abilities.

T1135 Appendix – 2016

The T1135 Foreign Income Verification Statement, must be filed by Canadian resident individuals that at any time during the year own specified foreign property costing more than $100,000. Please complete the form to the best of your abilities.